Reston Wealth Management’s iShares Morningstar Multi-Asset Income ETF IYLD Stock Holding History

Reston Wealth Management’s Portfolio IYLD Stock Details IYLD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-11,356	Closed	-$273K	–	64
2021 Q4	$273K	Buy	11,356 +159	+1%	+$3.81K	0.13%	43
2021 Q3	$268K	Buy	11,197 +96	+0.9%	+$2.33K	0.14%	42
2021 Q2	$268K	Buy	11,101 +94	+0.9%	+$2.25K	0.13%	41
2021 Q1	$258K	Buy	11,007 +38	+0.3%	+$899	0.14%	42
2020 Q4	$264K	Buy	10,969 +167	+2%	+$3.88K	0.15%	38
2020 Q3	$244K	Buy	10,802 +120	+1%	+$2.73K	0.16%	37
2020 Q2	$237K	Buy	10,682 +164	+2%	+$3.49K	0.16%	38
2020 Q1	$210K	Buy	10,518 +51	+0.5%	+$1.23K	0.17%	41
2019 Q4	$267K	Buy	10,467 +224	+2%	+$5.63K	0.21%	37
2019 Q3	$256K	Buy	10,243 +136	+1%	+$3.38K	0.23%	38
2019 Q2	$254K	Buy	10,107 +42	+0.4%	+$1.04K	0.2%	42
2019 Q1	$249K	Buy	+10,065	New	+$245K	0.2%	43

Other funds holding IYLD

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

JFA

JNBA Financial Advisors Bloomington, Minnesota $1.2B AUM 20.2% 1-Year Est. Return

Hancock Whitney Gulfport, Mississippi $5.75B AUM 24.3% 1-Year Est. Return

Reston Wealth Management's IYLD Position: Q1 2022 in Review

Reston Wealth Management sold out of iShares Morningstar Multi-Asset Income ETF (IYLD) in Q1 2022, closing a stake of 11,356 shares — an estimated $273K sold.

Reston Wealth Management first reported a position in IYLD in Q1 2019 and held it in 12 quarters. The position peaked at $273K in Q4 2021. 48 funds tracked by Wall St. Rank hold IYLD as of Q1 2022.

Reston Wealth Management reported no remaining iShares Morningstar Multi-Asset Income ETF position as of Q1 2022 after selling out during the quarter.
Reston Wealth Management sold 11,356 iShares Morningstar Multi-Asset Income ETF shares in Q1 2022, an estimated $273K.
Reston Wealth Management first reported a position in iShares Morningstar Multi-Asset Income ETF in Q1 2019 and held it in 12 quarters.
Reston Wealth Management's iShares Morningstar Multi-Asset Income ETF position peaked at $273K in Q4 2021.
48 funds tracked by Wall St. Rank held iShares Morningstar Multi-Asset Income ETF as of Q1 2022.

Based on Reston Wealth Management's 13F filing for Q1 2022, filed 4 May 2022.